Lead Wealth Advisor High-Net-Worth Planning
Job in
Clive, Polk County, Iowa, 50325, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Clive, Iowa is seeking a Wealth Advisor to work with high net worth clients, creating comprehensive wealth plans aligned with client goals. The ideal candidate will have a Bachelor's degree and over 5 years of experience in financial planning, along with Series 65, CFP, or CFA certifications. This role emphasizes building client relationships, teamwork, and continual professional development.
The firm offers competitive compensation ranging from $70,200 to $125,000 annually, based on experience and location. Hybrid work model available.
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